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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Kranz is a financial advisor with over 12 years of experience in the financial industry. Jennifer is currently registered with Fisher Investments and holds Series 6, 7, 63, 65 and 66 securities licenses as well as the SIE. Jennifer has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Jennifer provides a variety of financial services, including portfolio management, financial planning, and portfolio assessment. Prior to joining Fisher Investments, Jennifer worked at VOYA Financial Partners and ING Financial Partners.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
08/15/2023 - Present
Fisher Investments (PLANO TX)
CT
05/18/2011 - 09/15/2021
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
MA
01/03/2011 - 05/20/2011
ING FINANCIAL PARTNERS, INC. (N. QUINCY MA)
CT
02/26/2010 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
FL
02/07/2007 - 03/26/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TAMPA FL)
NC
05/17/2004 - 12/05/2006
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 12/06/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/29/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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